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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,340 | $87,546+135.7% | $75,784+172.3% | $125,389+64.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.86% | 13.49%-15.3pp | 9.68%-11.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $14,598 | $3,930+271.4% | $3,323+339.3% | $4,866+200.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $68,714 | $6,503+956.7% | $5,300+1196.5% | $9,541+620.2% |